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Garden State Investment Advisory Services’s Strategy Inc MSTR Stock Holding History

Garden State Investment Advisory Services’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.4K Buy
+300
New +$42.9K 0.01% 331
2025
Q2 		– Sell
-2
Closed -$577 – 327
2025
Q1 		$577 Buy
+2
New +$635 ﹤0.01% 276

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garden State Investment Advisory Services's MSTR Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Strategy Inc (MSTR) stake by 0.75% in Q1 2026, buying an estimated $3.15K and bringing the position to 2,952 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #201.

Garden State Investment Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q2 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Garden State Investment Advisory Services held 2,952 shares of Strategy Inc worth $368K as of Q1 2026.
  • Garden State Investment Advisory Services bought 22 Strategy Inc shares in Q1 2026, an estimated $3.15K.
  • Strategy Inc made up 0.08% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #201 holding.
  • Garden State Investment Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Garden State Investment Advisory Services's Strategy Inc position peaked at $1.16M in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.